Invenio Wealth Partners LLC Wisdomtree Tr Intl Small Cap D Transaction History

Invenio Wealth Partners LLC

  • $186 Billion
  • Q1 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 44,099 shares of DLS stock, worth $2.8 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
44,099
Previous 20,701 113.03%
Holding current value
$2.8 Million
Previous $1.32 Billion 117.58%
% of portfolio
1.55%
Previous 0.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$61.35 - $65.41 $1.44 Million - $1.53 Million
23,398 Added 113.03%
44,099 $2.88 Billion
Q4 2023

Feb 09, 2024
BUY
$53.89 - $64.06 $380,840 - $452,712
7,067 Added 51.83%
20,701 $1.32 Billion
Q3 2023

Nov 13, 2023
BUY
$57.26 - $62.05 $780,682 - $845,989
13,634 New
13,634 $784 Million

Others Institutions Holding DLS

# of Institutions
215
Shares Held
6.67M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
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